Sanmina Corporation (SANM)

A major event impacting Sanmina's stock was the completion of its acquisition of ZT Systems' data center infrastructure manufacturing business from AMD on October 27, 2025, valued at up to $3 billion. Sanmina reported strong third-quarter 2025 results on July 28, 2025, with non-GAAP EPS rising to $1.53 and revenue increasing to $2.04 billion. Bank of America raised its target price for Sanmina from $100.00 to $120.00 in July 2025. Wall Street Zen downgraded the stock from a "strong-buy" to a "buy" rating in October 2025.

Specific information regarding the demand seasonality for Sanmina Corporation's products and services is not explicitly detailed in the provided search results. There is no direct information on how this specifically affects Sanmina's diverse product lines or overall business operations.

Sanmina Corporation is a global provider of integrated electronics manufacturing solutions, specializing in complex electronics and mechanical manufacturing services. The company offers end-to-end manufacturing solutions, including product design and engineering, manufacturing of components and systems, high-level assembly and test, direct order fulfillment, and global supply chain management. Sanmina manufactures a wide array of products and sub-assemblies and provides advanced microsystems technologies. Its products are utilized across various industries, including industrial, medical, defense and aerospace, automotive, communications networks, and cloud infrastructure.

Sanmina has a significant global presence, with operations spanning the Americas, Europe, the Middle East, Africa, and Asia-Pacific. The company has manufacturing facilities strategically located in 21 to 27 countries across four continents, with nearly 80 manufacturing sites worldwide. Its corporate headquarters are located in San Jose, California, U.S.

Sanmina's brand reputation has likely been positively influenced by its strategic moves into the high-growth cloud and AI infrastructure market through the acquisition of ZT Systems and the formation of a strategic partnership with AMD. The company's strong financial performance in Q3 2025, with increased earnings and revenue, also contributes to a favorable perception.

Institutional investors hold a significant portion of Sanmina's shares, accounting for 83.68% of ownership, while individual owners hold 3.45%. State Street Corp. is a major institutional owner with 3.98% of the shares. Recent insider transactions between March and August 2025 show both sales and acquisitions of company securities by key executives.